EAGLE ASSET
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
83
Active participants
163,373
Total plan assets
$72.9B
Filings (rows)
84
Direct comp
$8.0M
Indirect comp
$21K
Aggregating 5 name variants under "EAGLE ASSET"
SERVICES PROVIDED
Other77
Advisor / Consultant6
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| EAGLE MID CAP GROWTH CIT CLASS 1 | 5 |
| EAGLE MID CAP GROWTH CIT 1 | 3 |
| EAGLE MID CAP GR 4 | 2 |
| CARILLON EAGLE MC GROWTH CIT 1 | 1 |
Top plans served
Showing top 84 of 83 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $19.3B | $373K |
| FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS, MI | Other | — | $17.3B | $452K |
| ERICSSON INC. ERICSSON US 401(K) PLAN | PLANO, TX | Other NONE | 5,089 | $3.5B | $394K |
| LAND O' LAKES, INC. LAND O LAKES EMPLOYEE SAVINGS & SUPPLEMENTAL RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 7,505 | $1.7B | $75K |
| LAND O' LAKES, INC. LAND O LAKES EMPLOYEE SAVINGS & SUPPLEMENTAL RETIREMENT PLAN | ST. PAUL, MN | Other NONE | 7,505 | $1.7B | -$99K |
| AMERICAN WATER WORKS CO., INC. PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES | CAMDEN, NJ | Other 3RD PARTY | 1,633 | $1.4B | $94K |
| BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING, MI | Other NONE | 9,786 | $1.3B | $376K |
| BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION F SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FUND | GOODLETTSVILLE, TN | Other NONE | 51,643 | $1.2B | $22K |
| BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND HEATING, PIPING AND REFRIGERATION PENSION FD PENSION FUND | CAPITOL HEIGHTS, MD | Other SERVICE PROVIDER | 4,817 | $1.2B | $227K |
| BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING, MI | Other NONE | 9,974 | $1.1B | $328K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN | CONCORD, CA | Other NONE | 2,266 | $1.1B | $216K |
| BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUND HEATING, PIPING AND REFRIGERATION PENSION FD PENSION FUND | CAPITOL HEIGHTS, MD | Other SERVICE PROVIDER | 4,128 | $1.1B | $115K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN | CONCORD, CA | Other NONE | 2,358 | $1.0B | $198K |
| BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN | CONCORD, CA | Other NONE | 2,470 | $941.4M | $176K |
| ONE GAS, INC ONE GAS, INC. RETIREMENT PLAN | TULSA, OK | Other NONE | 740 | $769.2M | $118K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FD CEMENT AND CONCRETE WORKERS DC PENSION FUND | BAYSIDE, NY | Other NONE | 863 | $745.5M | $69K |
| AMERICAN WATER WORKS CO., INC. PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES | CAMDEN, NJ | Other 3RD PARTY | 1,362 | $712.0M | $138K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Other NONE | 1,245 | $705.1M | $99K |
| AMERICAN WATER WORKS CO., INC. PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES | CAMDEN, NJ | Other 3RD PARTY | 1,488 | $702.9M | $129K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Other NONE | 1,292 | $702.5M | $125K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Other NONE | 1,133 | $687.1M | $60K |
| AMERICAN WATER WORKS CO., INC. PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA | CAMDEN, NJ | Other 3RD PARTY | 2 | $682.0M | $35K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FD CEMENT AND CONCRETE WORKERS DC PENSION FUND | BAYSIDE, NY | Other NONE | 977 | $674.1M | $58K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FUND CEMENT AND CONCRETE WORKERS DC PENSION FUND | BAYSIDE, NY | Other NONE | 997 | $608.2M | $42K |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 1,717 | $580.5M | $219K |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Other INVESTMENT MGMT | — | $573.8M | $441K |
| ERICSSON INC. ERICSSON US PENSION PLAN | PLANO, TX | Other NONE | 593 | $550.1M | $83K |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 1,882 | $547.2M | $200K |
| BOARD OF TRUSTEES OF METAL LATHERS LOCAL 46 PENSION FUND METAL LATHERS LOCAL 46 PENSION FUND | WOODSIDE, NY | Other NONE | 802 | $545.3M | $95K |
| JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 2,695 | $534.7M | $78K |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Other INVESTMENT MGMT | — | $533.4M | $804K |
| ERICSSON INC. ERICSSON US PENSION PLAN | PLANO, TX | Other NONE | 413 | $526.0M | $62K |
| VISITING NURSE SERVICE OF NEW YORK VNS HEALTH CARE PENSION PLAN | NEW YORK, NY | Other NONE | 3,114 | $525.0M | $162K |
| ERICSSON INC. ERICSSON US PENSION PLAN | PLANO, TX | Other NONE | 508 | $516.2M | $28K |
| ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT MANAGER | 2,060 | $509.2M | $192K |
| PVH CORP. PVH CORP PENSION MASTER TRUST | BRIDGEWATER, NJ | Other INVESTMENT MGMT | — | $477.6M | $170K |
| JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLAN SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 2,882 | $467.8M | $70K |
| VISITING NURSE SERVICE OF NEW YORK VNS HEALTH CARE PENSION PLAN | NEW YORK, NY | Other NONE | 3,781 | $454.1M | $176K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,123 | $436.3M | $82K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,183 | $431.5M | $53K |
| TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION EMPLOYEES RETIREMENT PLAN | TORRANCE, CA | Other NONE | 1,270 | $405.9M | $79K |
| AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION MASTER TRUST | WALLINGFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $389.1M | $166K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 28 PENSION FUND | MINEOLA, NY | Other NONE | 1,989 | $364.3M | $45K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 28 PENSION FUND | MINEOLA, NY | Other NONE | 2,021 | $330.3M | $43K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 28 PENSION FUND | MINEOLA, NY | Other NONE | 2,252 | $299.4M | $42K |
| BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL, NY | Other SERVICE PROVIDER | 669 | $278.6M | $57K |
| BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL, NY | Other SERVICE PROVIDER | 623 | $254.5M | $59K |
| ASBESTOS WORKERS PHILADELPHIA PENSION FUND ASBESTOS WORKERS PHILADELPHIA PENSION FUND | PHILADELPHIA, PA | Other NONE | 459 | $246.0M | $59K |
| ASBESTOS WORKERS PHILADELPHIA PENSION FUND ASBESTOS WORKERS PHILADELPHIA PENSION FUND | PHILADELPHIA, PA | Other NONE | 466 | $239.4M | $7K |
| ASBESTOS WORKERS PHILADELPHIA PENSION FUND ASBESTOS WORKERS PHILADELPHIA PENSION FUND | PHILADELPHIA, PA | Other NONE | 466 | $237.9M | $45K |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | 451 | $198.3M | $35K |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Advisor / Consultant INVESTMENT MANAGEMENT | 464 | $182.1M | $23K |
| BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN, NJ | Other NONE | 451 | $165.9M | $46K |
| GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEES GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT P | LYONS, IL | Other NONE | 416 | $159.5M | $61K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND | MINEOLA, NY | Other NONE | 2,193 | $151.6M | $93K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND | MINEOLA, NY | Other NONE | 1,873 | $134.5M | $80K |
| BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND | MINEOLA, NY | Other NONE | 1,954 | $127.7M | $38K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 997 | $98.3M | $11K |
| SHREVEPORT ELECTRICAL INDUSTRY PROFIT SHARING PLAN SHREVEPORT ELECTRICAL INDUSTRY PROFIT SHARING PLAN | GOODLETTSVILLE, TN | Other NONE | 541 | $95.2M | $9K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 977 | $89.6M | $15K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 863 | $78.9M | $18K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 712 | $75.6M | $8K |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. THE INTERPUBLIC RETIREMENT ACCOUNT PLAN | NEW YORK, NY | Other NONE | 171 | $70.4M | $29K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 646 | $69.6M | $6K |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. THE INTERPUBLIC RETIREMENT ACCOUNT PLAN | NEW YORK, NY | Other NONE | 149 | $69.1M | $22K |
| TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND SHEET METAL WORKERS LOCAL NO. 177 PENSION FUND | GOODLETTSVILLE, TN | Other NONE | 653 | $62.1M | $6K |
| TWIN DISC, INCORPORATED TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES | MILWAUKEE, WI | Other NONE | 43 | $58.6M | $24K |
| TWIN DISC, INCORPORATED TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES | MILWAUKEE, WI | Other NONE | 37 | $51.5M | $10K |
| PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO, NC | Other NONE | 481 | $34.1M | $0 |
| BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12 WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 405 | $32.3M | $53K |
| BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12 WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 518 | $31.3M | $36K |
| BOARD OF TRUSTEES HEAT AND FROST INSULATORS LOCAL 12 WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 448 | $30.9M | $6K |
| PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO, NC | Other NONE | 758 | $26.6M | $0 |
| AMS HOLDINGS, LLC ASSET MARKETING SERVICES 401(K) RETIREMENT PLAN | EAGAN, MN | Other NONE | 241 | $25.6M | $0 |
| AMS HOLDINGS, LLC ASSET MARKETING SERVICES 401(K) RETIREMENT PLAN | EAGAN, MN | Other NONE | 249 | $23.0M | $0 |
| MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY, MI | Other NONE | 367 | $20.2M | $0 |
| AMS HOLDINGS, LLC ASSET MARKETING SERVICES 401(K) RETIREMENT PLAN | EAGAN, MN | Other NONE | 228 | $19.0M | $0 |
| PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO, NC | Other NONE | 725 | $18.7M | $0 |
| MANTHEI, INC. MANTHEI 401(K) PROFIT SHARING PLAN | PETOSKEY, MI | Other NONE | 323 | $16.1M | — |
| CREATURE COMFORTS BREWING COMPANY, CREATURE COMFORTS BREWING COMPANY, LLC 401(K) PLAN | ATHENS, GA | Other NONE | 99 | $2.4M | $0 |
| BMW KAR WASH LLC DBA JAX KAR WASH JAX KAR WASH 401(K) PLAN | SOUTHFIELD, MI | Other NONE | 204 | $643K | $0 |
| TWIN DISC, INCORPORATED TWIN DISC, INCORPORATED RETIREMENT PLAN FOR SALARIED EMPLOYEES | MILWAUKEE, WI | Other NONE | 0 | $0 | $13K |
| TWIN DISC, INCORPORATED TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES | MILWAUKEE, WI | Other NONE | 0 | $0 | $14K |
| JT BD OF TRUSTEES OF SOUTHEASTERN CARP AND MILLWRIGHTS PENSION PLAN SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 0 | $0 | $44K |